Configure your AI receptionist

The Agent section controls how your AI receptionist behaves. It is split into AI settings, Knowledge, Services, and Rules.

Changes apply to new calls and website chat responses. They do not rewrite calls or messages that already happened.

• AI settings: Set the opening line, fallback language, appointment changes, and default transfer number.

• Knowledge: Add business information from text entries, documents, or a website import.

• Services: Add appointment types and the service information callers need.

• Rules: Add operating instructions for transfers, callbacks, fallback behavior, and special cases.

How configuration is used

Apantio AI prepares the saved Agent settings for each live call, so callers get stable behavior for the duration of the conversation.

For website chat, Apantio AI uses the current business context and saved conversation state when generating replies.

Minimum setup for real callers

Before forwarding production calls, check that:

• Your greeting names your business and sets the right expectation.
• The fallback language is set for cases where the caller's language is unclear.
• A transfer number is saved if you want live human handoff.
• Your knowledge entries include hours, location, services, pricing, policies, and common caller questions.
• Your service entries and Google Calendar connection are ready before you rely on appointment booking or appointment changes.